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Caterpillar

1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+21
Holders Change %
+1.84%
% of All Funds
33.53%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
106
Increased
382
Reduced
524
Closed
72
Calls
$1.19B
Puts
$1.52B
Net Calls
-$322M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Shares
Change %
1GA
976
1st Global Advisors
Texas
$288K -$7.94K -80 -3%
AHB
977
Abner Herrman & Brock
New Jersey
$288K +$5.47K +55 +2%
PL
978
Plancorp LLC
Missouri
$288K +$27.4K +277 +11%
RCM
979
Reynolds Capital Management
Nevada
$288K +$288K +2,900 New
RIG
980
Roosevelt Investment Group
New York
$286K +$6.36K +64 +2%
FNT
981
First National Trust
Pennsylvania
$285K -$41.1K -413 -13%
PAS
982
Partnervest Advisory Services
California
$282K -$19.8K -199 -7%
CBN
983
Cadence Bank NA
Texas
$282K
FFBTD
984
First Financial Bank - Trust Division
Ohio
$281K -$2.49K -25 -0.9%
PFSC
985
Peoples Financial Services Corp
Pennsylvania
$279K -$78.7K -790 -22%
IUAM
986
Itau USA Asset Management
New York
$278K -$79.4K -800 -22%
NDSI
987
Newman Dignan & Sheerar Inc
Rhode Island
$275K
CAI
988
Capital Advisors Inc
Oklahoma
$274K
CCT
989
Country Club Trust
Missouri
$272K +$19.4K +195 +8%
MPI
990
Mairs & Power Inc
Minnesota
$270K -$6.55K -66 -2%
SAM
991
Sequent Asset Management
Texas
$270K
WRM
992
Weybosset Research & Management
Rhode Island
$268K
FMLI
993
Fukoku Mutual Life Insurance
Japan
$268K
SCM
994
Salem Capital Management
Massachusetts
$268K
PHIMC
995
Private Harbour Investment Management & Counsel
Ohio
$268K
GT
996
Greenleaf Trust
Michigan
$266K
TAM
997
Trillium Asset Management
Massachusetts
$263K -$8.95K -90 -3%
WKA
998
Wilson Kemp & Associates
Michigan
$263K
CCM
999
Chilton Capital Management
Texas
$262K -$70.6K -710 -21%
PCMK
1000
Paragon Capital Management (Kansas)
Kansas
$261K +$20.6K +208 +9%